JWM
Janiczek Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $336K | Sell |
4,289
-43
| -1% | -$3.37K | 0.07% | 113 |
|
|
2024
Q1 | $346K | Sell |
4,332
-141
| -3% | -$11.3K | 0.07% | 116 |
|
|
2023
Q4 | $337K | Buy |
4,473
+1,429
| +47% | +$108K | 0.08% | 100 |
|
|
2023
Q3 | $210K | Sell |
3,044
-13
| -0.4% | -$896 | 0.06% | 138 |
|
|
2023
Q2 | $222K | Buy |
3,057
+9
| +0.3% | +$653 | 0.06% | 118 |
|
|
2023
Q1 | $223K | Sell |
3,048
-90
| -3% | -$6.59K | 0.06% | 111 |
|
|
2022
Q4 | $220K | Hold |
3,138
| – | – | 0.06% | 109 |
|
|
2022
Q3 | $177K | Sell |
3,138
-80
| -2% | -$4.51K | 0.06% | 119 |
|
|
2022
Q2 | $211K | Hold |
3,218
| – | – | 0.06% | 95 |
|
|
2022
Q1 | $237K | Hold |
3,218
| – | – | 0.07% | 92 |
|
|
2021
Q4 | $253K | Buy |
3,218
+29
| +0.9% | +$2.28K | 0.08% | 87 |
|
|
2021
Q3 | $249K | Buy |
3,189
+80
| +3% | +$6.25K | 0.09% | 77 |
|
|
2021
Q2 | $245K | Sell |
3,109
-266
| -8% | -$21K | 0.09% | 65 |
|
|
2021
Q1 | $256K | Hold |
3,375
| – | – | 0.1% | 55 |
|
|
2020
Q4 | $246K | Hold |
3,375
| – | – | 0.12% | 46 |
|
|
2020
Q3 | $215K | Sell |
3,375
-696
| -17% | -$44.3K | 0.12% | 40 |
|
|
2020
Q2 | $248K | Sell |
4,071
-50,104
| -92% | -$3.05M | 0.14% | 35 |
|
|
2020
Q1 | $2.9M | Buy |
54,175
+650
| +1% | +$34.7K | 1.63% | 14 |
|
|
2019
Q4 | $3.72M | Sell |
53,525
-2,707
| -5% | -$188K | 1.67% | 12 |
|
|
2019
Q3 | $3.67M | Buy |
+56,232
| New | +$3.67M | 1.67% | 12 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 11 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 12 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 13 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 34 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 32 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 32 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 31 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 31 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 31 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 23 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 16 |
|